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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,343 | $60,261-33.1% | $81,783-50.7% | $74,546-45.9% |
| Participation rate | 50.4% | 62.9%-12.4pp | 72.4%-21.9pp | 67.2%-16.8pp |
| Annual return | 12.97% | 16.88%-3.9pp | 775.05%-762.1pp | 1366.03%-1353.1pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $2,913-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $4,916 | $3,388+45.1% | $4,320+13.8% | $4,347+13.1% |
| Admin fee / account holder | $2,792 | $1,482+88.3% | $7,380-62.2% | $1,944+43.6% |